Parent Interview

CHAPTER 1, LESSON 6

NAME DATE
Michael Rivera-Matos 11-29-2023

DIRECTIONS
Let your parents or guardians know that you’re taking a class on personal finance, and ask them the questions
below. You won’t be required to share their answers with the class, but their financial experiences may give
you a better understanding of some of the topics we’ll be discussing during this unit.

1. What has been the most important thing about managing money that you’ve learned
as an adult? What might have been different if you had learned that skill/information
earlier in life?
The Most important thing that i have learned as a adult has been budgeting your money. I would
have more money saved on my youngest age.

2. Do you regularly write a budget? If so, do you budget weekly? Bimonthly? Monthly?
Yes,I do have a budget.My budget is Monthly.

3. Do you allow yourself play/fun money? Why or why not?

No,because I am more of a person that likes to save money instead of wasting money in something
that you don't really need.

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CHAPTER 1, LESSON 6

4. What is the most important thing money can do for you?

Stay out of debt plus It helps you in your daily life by fulfilling your needs.

5. Do you view money as more of a burden or a help? Explain your answer.

For me it helps. It depends on how you managed your finances, but if you are a person who
doesn't know how manage your money is going to be a burden in all the ways on your life. For an
example: to be debt.

6. What has been your most expensive purchase? How did you feel once you made
the purchase?
Our house has been the most expensive purchase. I felt happy because the house is for me and
my family and it was worth it to spent that amount of money on the house.

7. Would you consider yourself a spender or saver? What makes you think that?
I am a saver, Im on a budget and i tried to stay on it. I only spent my money on things that I really
need.

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CHAPTER 1, LESSON 6

8. What is your most important tip or hint about managing money that you’d like to share
with me?
Be wise on how to manage your money, have a budget that's the key to be sucessful on your
finances.

9. What is your biggest financial goal? What financial goals do you most want
me to achieve?
My financial goal is to pay off my house in short time. You need to start saving money for college.

10. What do you most want me to learn from this class?

Budgeting.

11. What three topics would you like to continue talking to me about throughout
the course?
I would like to talk more about credit cards, taxes and saving.

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